The Reitano Campaign
The Script
Thursday, October 226:00 to 9:00pm
Reitano Vineyards, 137 Lee Burke Rd, Front Royal
Casual evening · hors d'oeuvres & drinks · you and a plus one
No cost · no presentation · cap of 40
Call-back number 571-677-1073
The call
Read it as written. Gold is what you say. Log every call on the dashboard, even the misses.
1
Someone else answers
Hi, this is Karl calling from Cornerstone Advisor Group here in Front Royal. Is [owner's name] in? I'm calling with an invitation to a casual evening we're hosting for local Catholic business owners.
No name on the list? Say: "Could I speak with the owner?"
2
The owner
Hi [name], this is Karl with Cornerstone Advisor Group, a Catholic financial planning firm. We just opened an office on Royal Avenue here in Front Royal, and Henry Asherbranner asked me to call and invite you and a plus one to a casual evening we're hosting for local Catholic business owners. It's Thursday, October 22, from 6:00 to 9:00, out at Reitano Vineyards on Lee Burke Road. Hors d'oeuvres and drinks are on us, and it's a good chance to meet some of the other owners in the area. Would you be able to make it?
3
They say yes
Wonderful. Will you be bringing a plus one? And what's their name, for the name tags?
And what's the best cell number and email for you, so we can send you a reminder the week of?
Perfect. You're on the list. We'll see you on the 22nd.
On the dashboard: RSVP yes, how many are coming, and the names. Tell Henry the same day.
4
They say maybe
Totally fine. Can I check back with you in a few days?
Get a day and time if they'll give one. Log it as Interested with that callback date.
Any money question. Word for word.That's a question for Henry. May I take your number and have him call you?
When they say…
Type a word to find it fast. Tap a line to open the answer.
Voicemail
About 25 seconds. Slow down on the number and say it twice.
Hi [name], this is Karl with Cornerstone Advisor Group in Front Royal. We just opened an office on Royal Avenue, and Henry Asherbranner asked me to invite you and a plus one to a casual evening we're hosting for local Catholic business owners. It's Thursday, October 22, 6:00 to 9:00, at Reitano Vineyards, and hors d'oeuvres and drinks are on us. You can call or text us back at 571-677-1073. Again, that's 571-677-1073. Thanks, and have a good day.
Log it as Voicemail · Left. Then send the text below.
Texts
Type their first name once. Every text below fills it in. Tap Copy, then paste into Global Relay. Cell numbers only.
The rules
- It's an invitation. Nothing else. No products, rates, fees, returns or advice.
- Money question? "That's a question for Henry. May I take your number and have him call you?"
- "Take me off your list" or "STOP" means stop. Mark Do not contact. No text.
- Log every call, voicemail and text on the dashboard as you go. It saves by itself.
- Work the list in order. The gold outline on the dashboard is the next one.
- Shelly and Jeremy Cook at Reitano: Henry calls them. Skip them.
- 40 seats. Once the dashboard says full, new yeses go on the waitlist. Tell them: "We're full right now, but I'll put you first on the waitlist and call you if a spot opens."